Performance analysis of WBIG (WBI BULLBEAR YIELD 3000 ETF)
Annual Return
Over the past 3 years, WBIG has had an average annual return of +5.48%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WBIG has had an average annual return of +1.85%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, WBIG has had an average annual return of +4.22%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Aug 27, 2014, WBIG has had an average annual return of +1.86%, underperforming the benchmark SPY, which returned +13.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.76% | -0.39% | +5.87% | -2.68% | -7.66% | +16.04% | -3.30% | +6.85% | -8.47% | +25.62% | -2.73% | -10.54% |
| 2014 | |||||||||||
| -2.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.24% | +1.77% | -3.23% | +4.06% | +3.60% | +2.11% | +0.82% | +11.76% | |||||
| 2025 | +1.80% | -1.20% | -5.23% | -7.72% | +2.24% | +2.71% | +0.37% | +2.98% | +2.61% | +1.22% | +0.76% | -0.30% | -0.39% |
| 2024 | +1.41% | +3.79% | +5.23% | -6.05% | +1.62% | -1.12% | +2.26% | -0.49% | +1.73% | -1.29% | +5.47% | -6.06% | +5.87% |
| 2023 | -0.41% | -3.90% | -2.93% | -0.40% | -1.87% | +6.88% | +1.55% | -2.80% | -3.44% | -4.15% | +4.74% | +4.82% | -2.68% |
| 2022 | +1.12% | +0.16% | +4.49% | -4.73% | +1.12% | -4.06% | +2.02% | -2.54% | -3.38% | +3.22% | +1.13% | -5.87% | -7.66% |
| 2021 | -0.15% | +3.46% | +4.11% | +4.33% | +2.14% | -0.08% | -0.61% | +2.45% | -4.94% | +3.79% | -3.54% | +4.57% | +16.04% |
| 2020 | -3.79% | -4.32% | -1.96% | +0.37% | +2.80% | -1.28% | +3.43% | +5.11% | -6.55% | -3.93% | +8.79% | -0.93% | -3.30% |
| 2019 | +0.45% | +4.29% | +0.68% | +0.36% | -5.76% | +3.73% | +0.08% | -1.01% | +0.59% | -1.56% | +3.14% | +2.08% | +6.85% |
| 2018 | +5.68% | -4.02% | -2.49% | -1.56% | +0.67% | +2.51% | +3.24% | +1.89% | -1.11% | -4.81% | -1.59% | -6.51% | -8.47% |
| 2017 | +1.94% | +3.44% | +1.37% | +0.30% | +1.91% | +1.48% | +1.96% | -1.35% | +3.05% | +3.39% | +2.35% | +3.31% | +25.62% |
Drawdown analysis of WBIG (WBI BULLBEAR YIELD 3000 ETF)
The maximum drawdown for the WBIG was -25.32%, occurring on Apr 21, 2025. This drawdown has not yet recovered.
The current WBIG drawdown is -2.12%.
Since Aug 27, 2014 WBIG has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.32% | Mar 25, 2022 | 769 | Apr 21, 2025 | Ongoing | Ongoing | Ongoing |
| -23.83% | May 15, 2015 | 372 | Nov 3, 2016 | 244 | Oct 24, 2017 | 616 |
| -19.60% | Jan 26, 2018 | 569 | May 1, 2020 | 255 | May 6, 2021 | 824 |
| -7.06% | Jan 14, 2022 | 27 | Feb 24, 2022 | 20 | Mar 24, 2022 | 47 |
| -6.68% | Aug 10, 2021 | 79 | Dec 1, 2021 | 23 | Jan 4, 2022 | 102 |
| -5.47% | Sep 8, 2014 | 127 | Mar 11, 2015 | 32 | Apr 27, 2015 | 159 |
| -4.35% | Jun 8, 2021 | 28 | Jul 19, 2021 | 11 | Aug 3, 2021 | 39 |
| -3.02% | May 10, 2021 | 2 | May 12, 2021 | 16 | Jun 4, 2021 | 18 |
| -2.35% | May 4, 2015 | 3 | May 7, 2015 | 5 | May 14, 2015 | 8 |
| -2.07% | Oct 27, 2017 | 10 | Nov 10, 2017 | 11 | Nov 28, 2017 | 21 |
| -1.20% | Apr 27, 2015 | 3 | Apr 30, 2015 | 1 | May 1, 2015 | 4 |
| -0.92% | Dec 12, 2017 | 2 | Dec 14, 2017 | 1 | Dec 15, 2017 | 3 |
| -0.84% | Jan 4, 2022 | 1 | Jan 5, 2022 | 1 | Jan 6, 2022 | 2 |
| -0.67% | Oct 24, 2017 | 1 | Oct 25, 2017 | 1 | Oct 26, 2017 | 2 |
| -0.56% | Dec 4, 2017 | 1 | Dec 5, 2017 | 2 | Dec 7, 2017 | 3 |
| -0.49% | Aug 5, 2021 | 1 | Aug 6, 2021 | 1 | Aug 9, 2021 | 2 |
| -0.34% | Dec 28, 2017 | 1 | Dec 29, 2017 | 2 | Jan 3, 2018 | 3 |
| -0.20% | Nov 30, 2017 | 1 | Dec 1, 2017 | 1 | Dec 4, 2017 | 2 |
| -0.16% | Aug 28, 2014 | 4 | Sep 4, 2014 | 1 | Sep 5, 2014 | 5 |
| -0.16% | Jan 22, 2018 | 1 | Jan 23, 2018 | 1 | Jan 24, 2018 | 2 |
| -0.14% | Jan 12, 2018 | 1 | Jan 16, 2018 | 1 | Jan 17, 2018 | 2 |
| -0.12% | Jan 17, 2018 | 1 | Jan 18, 2018 | 1 | Jan 19, 2018 | 2 |
| -0.10% | Jan 9, 2018 | 1 | Jan 10, 2018 | 1 | Jan 11, 2018 | 2 |